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BDO Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

BDO Wealth Advisors’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-40
Closed -$1K – 1081
2022
Q2 		$1K Hold
40
– – ﹤0.01% 984
2022
Q1 		$1K Hold
40
– – ﹤0.01% 1000
2021
Q4 		$1K Hold
40
– – ﹤0.01% 1023
2021
Q3 		$1K Hold
40
– – ﹤0.01% 1007
2021
Q2 		$1K Hold
40
– – ﹤0.01% 1055
2021
Q1 		$1K Hold
40
– – ﹤0.01% 1080
2020
Q4 		$1K Hold
40
– – ﹤0.01% 856
2020
Q3 		$0 Buy
+40
New +$458 ﹤0.01% 915

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BDO Wealth Advisors's IRT Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Independence Realty Trust (IRT) in Q3 2022, closing a stake of 40 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in IRT in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 364 funds tracked by Wall St. Rank hold IRT as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Independence Realty Trust position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 40 Independence Realty Trust shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Independence Realty Trust in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's Independence Realty Trust position peaked at $1K in Q2 2022.
  • 364 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.